Echo Huang is a female Chinese immigrant who moved to America with only $800 in her pocket at the age of 20 and founded Echo Wealth Management as a Registered Investment Advisor (RIA) in 2015. She is passionate about educating women that Financial Planning is a viable career path for them and that increasing the number of female CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals in America will help transform the financial industry and income inequality between men and women.
Echo has over 20 years of business experience in a very
male-dominated industry. She first worked for KPMG in Minneapolis for almost four years as a Senior Tax Specialist. It was there that she began to gain valuable experience in personal financial planning for corporate executives, especially honing a knack for incorporating stock options strategies and tax planning in individualized financial plans.
